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Disclosery

Waypoint Wealth Partners Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waypoint Wealth Partners Inc. on VTI, newest first. How the timeline and the estimate are built.

Waypoint Wealth Partners Inc. held 7,726 VTI shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,726 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,348,164.

    13F-HR 0001765380-25-000247 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 7,726 shares
    Change vs previous 13F -474 shares

    0.59% of the 13F portfolio, value $2,123,414.

    13F-HR 0001765380-25-000218 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 8,200 shares
    Change vs previous 13F -10 shares

    0.65% of the 13F portfolio, value $2,376,442.

    13F-HR 0001765380-25-000025 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 8,210 shares
    Change vs previous 13F -1,045 shares

    0.62% of the 13F portfolio, value $2,324,744.

    13F-HR 0001765380-24-000412 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 9,255 shares
    Change vs previous 13F +143 shares

    0.72% of the 13F portfolio, value $2,476,921.

    13F-HR 0001765380-24-000242 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 9,112 shares
    Change vs previous 13F -2,378 shares

    0.67% of the 13F portfolio, value $2,368,312.

    13F-HR 0001765380-24-000168 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 11,490 shares
    Change vs previous 13F -689 shares

    0.85% of the 13F portfolio, value $2,725,685.

    13F-HR 0001172661-24-000604 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 12,179 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,586,907.

    13F-HR 0001172661-23-003477 filed by Waypoint Wealth Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).